Number of Shares
90,520.00
Current Holdings Value*
$41.07 Mil
% of Portfolio
7.86%
Total Estimate Gain
$30.18 Mil
% of Total Estimate Gain
75.52%

Hefren-Tillotson, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2022-03-31, Hefren-Tillotson, Inc. held 90,520.00 shares of iShares Core S&P 500 ETF(IVV), totaling $41.07 Mil. This investment constitutes 7.86% of their stock portfolio, and Hefren-Tillotson, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2013Q4. And since then Hefren-Tillotson, Inc. has made 23 purchases of IVV, at an average price of $274.58, for a total of 145,540.00 shares. In addition, there have been 2 sales at an average price of $239.35 for 55,020.00 shares. Based on historical transaction data and IVV's current price of $629.39, Hefren-Tillotson, Inc.'s estimated gain on his IVV holdings is $30.18 Mil, reflecting a 75.52% gain to date.

Hefren-Tillotson, Inc. IVV ($629.39) Holding Chart

Hefren-Tillotson, Inc. IVV ($629.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1